A detailed history of Fiduciary Alliance LLC transactions in Schwab Charles Corp stock. As of the latest transaction made, Fiduciary Alliance LLC holds 4,198 shares of SCHW stock, worth $336,637. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,198
Previous 4,302 2.42%
Holding current value
$336,637
Previous $319 Million 14.71%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$61.74 - $76.08 $6,420 - $7,912
-104 Reduced 2.42%
4,198 $272 Million
Q2 2024

Jul 09, 2024

BUY
$70.03 - $78.9 $301,269 - $339,427
4,302 New
4,302 $319 Million
Q2 2023

Jul 18, 2023

BUY
$47.37 - $57.14 $77,307 - $93,252
1,632 New
1,632 $92.5 Million
Q4 2022

Jan 19, 2023

BUY
$67.43 - $83.26 $12,676 - $15,652
188 New
188 $15.7 Million

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $146B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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